The current economic environment has forced wealthy families to re-think how they manage their assets, with many turning to single or multi-family offices as a way of handling this.
Whether the purpose is to optimise investment holding structures and governance, or monitor property and investment portfolios, or actively manage operating businesses in one or more countries, it is critical that a family office is established and governed properly to run efficiently and effectively.
We can help advise you, as a family, or your nominated adviser, on the most appropriate structure for your family office and have extensive experience in navigating through the complexities and multi-jurisdictional challenges faced by family offices and the families they represent. These include intergenerational succession planning, tax efficient holding structuring and wealth protection through the use of international corporate, partnership, fund and trust structures.
Depending on the activities of your family office, we can advise on the sale and acquisition of personal and commercial assets, regulatory issues, the operation of asset holding and investment structures, including those involving real estate or private equity investments, co-investment agreements and all employment and immigration issues relating to both the family and the family office. Our litigation team are able to advise you on any dispute issues that may arise in relation to any aspect of your family office’s activities as well as a reputation management team that can assist with PR issues.
Your tax status may change over time, as may tax rules. This reinforces the need for an integrated international approach.
For more information about how we are guiding families through these decisions and wider conversations around family governance, please visit our crisis management and family governance section of our COVID-19 hub page.
Meet the team
- Call Ashley +44 (0)20 7427 6630
- Email Ashley
- Call Jonathan +44 (0)20 7427 6699
- Email Jonathan
- Call Sophie +44 (0)20 7427 6404
- Email Sophie
- Call Graeme +44 (0)20 7427 6674
- Email Graeme
- Call Francis I +852 2531 3439
- Email Francis I
- Call Kate +44 (0)20 7427 6726
- Email Kate
- Call Dharshi +41 (0)43 430 0230
- Email Dharshi
Our thinking
Mark Howard
Charles Russell Speechlys advise the shareholders of Veriton Pharma on its sale to SERB
We advised the shareholders of a private pharmaceutical company on its sale to SERB Specialty Pharmaceuticals.
Robert Blower
Robert Blower quoted in Citywealth on the increase in popularity of ESG investments among family offices
Robert Blower
Robert Blower quoted in Citywealth on family offices setting up in-house legal and compliance functions
29 lawyers ranked in Chambers High Net Worth Guide 2017
We performed extremely well and received some fantastic feedback from clients and contacts.
William Begley
The New UK Trust Register: Impact on UK trusts and trustees
New Money Laundering Regulations contain considerable new obligations on trustees and transparency measures to look out for
Charles Hutton
Wealth Matters - Summer 2017
Welcome to the Summer 2017 edition of Wealth Matters, our regular publication for UK-based private clients.
James Carter
Charles Russell Speechlys appoints Heather Maizels as a Senior Adviser
The appointment strengthens the firm's leading position as private wealth lawyers, particularly amongst global families.
Charles Russell Speechlys shortlisted in 6 categories at the Citywealth Magic Circle Awards 2017
Piers Master
Mind the traps! Complex New SDLT Rules
With the new 3% SDLT surcharge on purchase of additional residential properties coming into effect on 1 April 2016.
EU Succession Regulation: Welcome to a brave new world
Today marks an historic day in the challenging world of cross-border succession as new EU rules on succession come into force.